COMFOTEC

THE BIM COMPANY

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BIM PROTOCOL
FOR AUTODESK
REVIT MODEL
VALIDATION
CHECKLIST

MORE INFORMATION: FOR ENQUIRIES

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 COMFOTEC
THE BIM COMPANY
BIM Protocol for Autodesk Revit
Model Validation Checklist

Revit File Details

Model Name

Date

Prepared By

Approved By

Model Preparation provides a guide for preparing the model prior to

validation. The list can also be referred to for continued model management.

Model Preparation

Check model file name conforms to Naming Standards as mentioned in BEP ☐

All users to “Save to Central” relinquishing all editing rights ☐

Review and fix all warning messages where possible and mitigate the critical ones ☐

Check that all families conform to Standard naming conventions ☐

Check Line Styles conform to Standard naming conventions ☐

Check that all content is in the correct Workset and conforms to Standards ☐

Check model is correctly assembled through visual inspection & zone checks ☐

Document Phasing / Design Options if used ☐

Update Model Matrix if required ☐

Update revision on Splash Sheet and validate the information given ☐

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Update Project Information

Validation of the model provides a guide for certifying the model file
for issue, the intention being that the recipients of the model know
that the file is fit for use and will not require additional work to fit
within the project framework.

Validation of Model

Open Central file with Detached from Central and Audit selected ☐

Remove non transmittal linked-in files ☐

Remove all non-required Views / Legends / Schedules / Sheets / Images ☐

Remove unwanted Design Options ☐

Purge model (repeat process three times as materials are only removed after the parent
☐
object has been removed)

Update Save to Central view with any relevant model notes ☐

Save file to publish folder with same name ☐

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Revit Template Checklist

Category Item Description Check
Define the units (imperial or metric). Consider creating
Units separate templates for each system if both are
frequently used.
Identify and mark the project internal origin for
Project Base point
accurate exporting and sharing of files.
Set and locate the survey point correctly to ensure
Basic
Settings Survey Point accurate geolocation and coordination with other
disciplines.

Implement required parameters specific to your projects

Project Information or office standards. Use a shared parameters
file for consistency.

Configure a starting view, such as a welcome page, to

Starting View improve project opening performance and provide
information.
Set up project browser organization to ensure ease of
Browser Organization
navigation and consistency.
Create view templates for different view types (e.g.,
View Templates plans, sections, elevations, 3D views) adhering to
View and
industry standards and office graphic style.
Sheet
Settings Predefine common sheet setups, including standard
Sheets layouts for different paper sizes (e.g., A0, A1, A3).
Include standard title blocks and view setups.
Set up phase filters and graphic overrides for projects
Phases
involving existing structures.

Include standard wall, floor, roof, and ceiling types

System Families commonly used in projects. Follow a consistent
naming convention.

Load essential model families such as doors, windows,

Model Families and furniture. Ensure these are the most commonly
used families to avoid bloat.

Families Include typical detail components such as rebar,

and Detail Components flashing, and joint details. These components should
Components be ready to use to save time.

Legend Component Create and load legend component families to

standardize the presentation of legends in your
Families
projects.

Set up common model groups and detail groups that

Groups can be reused across projects to save time and ensure
consistency.

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Revit Template Checklist

Category Item Description Check
Define standard line styles, weights, and patterns. Use
Lines
descriptive names that indicate their function.
Standardize text styles to ensure uniformity across all
Text Styles
project documents.
Standardize dimension styles for consistency across all
Dimension Styles
drawings and details.
Define a standard set of arrowheads for annotations to
Arrowheads
maintain a consistent look.
Load and configure standard tags for various elements
Tags like doors, windows, and rooms. Set up default tags for
Annotation automatic use.
and Graphic
Set global object styles to ensure consistency in the
Settings Object Styles
appearance of model elements across all views.
Fill Patterns and Include standard fill patterns and materials. Keep the
Materials selection minimal to maintain a lean template.
Create and include standard filled region types for
Filled Regions
various drafting needs.
Set up masking regions to hide certain elements or
Masking Regions
areas in views.

Predefine keynote data for annotating model elements

Keynotes
to ensure consistency and accuracy in documentation.

Create a legend view explaining the template

Template Standards
standards, including lines, regions, tags, and dimension

Legends Create legends for door schedules, window schedules,

Legends, and other key project elements to maintain
schedules
and sheet Set up standard schedules (e.g., door, window
Schedules schedules) to automate data extraction and
settings
presentation.
Predefine common sheet setups, including standard
Sheets layouts for different paper sizes (e.g., A0, A1, A3).
Include standard title blocks and view setups.

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MORE INFORMATION: FOR ENQUIRIES
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